Unclaimed
Charles Fischesser is a financial advisor at Park Avenue Securities LLC. He is registered with FINRA and a number of state regulators to provide investment advice and securities services. Charles has been a registered representative since 2003 and holds Series 66, SIE and Series 7 licenses. He is also a Certified Financial Planner (CFP). Charles is registered to offer investment advice in Alabama, Alaska, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oklahoma, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, Wisconsin and Wyoming. Charles's prior experience includes working with Morgan Keegan & Company, Inc., and UBS Financial Services Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KY
04/14/2023 - Present
Park Avenue Securities LLC (LOUISVILLE KY)
TN
08/11/2003 - 05/19/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NJ
05/20/2003 - 07/28/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 06/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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